Copilot + Google Drive
Create folders and files in Copilot from Google Drive files when new companies are created in Copilot
Tired of losing track of your files and folders when a new company is created in your workspace? This integration makes it easy to keep everything organized. Whenever you set up a new company in Copilot, it not only finds a specific file channel within Copilot but also searches for a relevant file in Google Drive. Subsequently, a new folder and file are automatically created in Copilot for this company, streamlining your document management process and ensuring that all related materials are neatly organized and immediately accessible.
Tired of losing track of your files and folders when a new company is created in your workspace? This integration makes it easy to keep everything organized. Whenever you set up a new company in Copilot, it not only finds a specific file channel within Copilot but also searches for a relevant file in Google Drive. Subsequently, a new folder and file are automatically created in Copilot for this company, streamlining your document management process and ensuring that all related materials are neatly organized and immediately accessible.
- When this happens...Company Created
Triggers when a company gets created in the Copilot for the first time
- automatically do this...Find a File Channel
Search for a file channel by ID or by membership type, membership entity and member. If ID is passed in, the other search criteria are ignored. If ID is not passed in then all other search criteria "AND" together to find a file channel.
- then do this...Find a File
Search for a specific file by name.
- then do this...Create Folder
Creates a folder in a specified file channel.
- then do this!Create File
Creates a file in a specified files channel.
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